Excel spreadsheet/database/mail merge and pop ups to notify of flagged content

Hi again

My client is a chimney sweep and I take his bookings at my answering service using a spreadsheet. I send the following day's worksheets each night (copied and pasted into a new work book and sent as an email attachment) and he has a mail merge programme on his computer which allows him to send letters to the database of customers and also to print out his receipts for the next day from the fields in the work book.

We'd like to know how we can have a flag pop up that let's us know which customers were repeat no-shows or non-payers so that next year I don't book them.

Can you help us with this?

Cheers
Karen.

Yes, we're using excel as described. Can we have some kind of app so that when I start to add details in our spreadsheet of an unwanted booking there's a pop up or similar to advise?

Thank you.

Not sure where this query has ended up. Is it still active and can anyone suggest a solution for our booking sheet situation?
Cheers
Karen.

Thanks FDibbins

I've attached the work book and you will see what data I enter as I take bookings.

What we'd like to achieve is to have a flag appear when the client from hell's details begin to appear so that I can see that we shouldn't continue with this booking. Probably on entering the address I would think.

Thanks much for your help.

If you mean by 'paragon of virtue' the client from hell, then it could be any one of these esteemed clients.

The reason the headings are listed on each area is that I copy and paste each day and email to my client who then needs those headings to print his receipts in the right field of whatever programme he is using to do that.

We were just hoping to find a way in the full spreadsheet that I book on to have last year's clients from hell flagged as soon as I enter the information in the booking sheet that identifies them.

Just pick anyone and nominate them as the client we want to know not to book. There aren't any real ratbags in there - that we know of...yet. That is the current book and we don't have a database of horrors from previous years because our sweep can't remember who they are among the thousands he does each year and hasn't kept a list. He realises once he arrives at an address. That's what we're trying to achieve now if we can figure out how to do it.

Filters later with the headings maybe, single syllables too with me, I'm a luddite. Thank you in advance for your forbearance

Call me stupid but how about just another column called FLAKE and if someone is a repeat no-shows or non-payers you put an X in the FLAKE column then just before sending the list you run a macro that hides everyone with the FLAKE flag set. Of course if you do it by address you run the risk of a FLAKE moving and a new resident getting branded the FLAKE. You may want to run it off name or phone number.

Thanks Manny, but how do we make it retrospective? We don't know until the client turns out to be a problem if they're going to be a problem either. Some are repeat offenders but others are new offenders.